ASE Private Wealth is an independent financial firm that specializes in creating personalized retirement strategies for individuals, families, and professionals. The firm emphasizes education on financial choices and is not tied to proprietary products.

ASE Private Wealth

Facets.cloud provides a platform for managing cloud infrastructure and launch environments. The platform allows users to visualize and edit infrastructure components, launch pre-configured environments, and manage Day 2 operations.

Facets.cloud

Fisher Investments is an independent, fee-only investment adviser managing assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. The company serves a diverse global client base, including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments, and high net worth families.

Ken Fisher

Fisher Investments

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides sales and trading services, such as sales, financing, prime brokerage, and market-making services in equity and fixed income products consisting of foreign exchange and commodities; corporate and commercial real estate loans, which provides secured lending facilities and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides equity, fixed income, liquidity, and alternative/other products to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, and third-party fund sponsors and corporations through institutional and intermediary channels. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.

Metric
Company Name	ASE Private Wealth	Facets.cloud	Fisher Investments	Morgan Stanley
Symbol				MS
MSH ID	COM:ASEADVISORS	CLOUD:FACETS	COM:FISHERINVESTMENTS	COM:MORGANSTANLEY
Market	PRIVATE	PRIVATE	PRIVATE	STOCKS
Sector	Financial Services & Finance	Technology	Financial Services & Finance	Financial Services
Industry	Wealth Management	Cloud Computing and Infrastructure Management	Financial Services	Financial - Capital Markets
Country	US	UNKNOWN		US
Stage
Employee Count			1.00K	80K
Website	aseadvisors.com	facets.cloud	fisherinvestments.com	morganstanley.com
LinkedIn				morgan-stanley
Founders

Metric
Market Cap				168.14B
Enterprise Value
Monthly Web Traffic				5.11M
Web Traffic Growth				-0.06
Valuation
Raised Capital

Metric
Revenue				50.67B
Revenue (LTM)
Revenue (NTM)
Gross Profit				50.67B
EBITDA				15.93B
Operating Income				11.67B
Net Income				9.09B
EPS				5.24
Diluted EPS				5.18
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin				0.77
Operating Profit Margin				0.46
EBITDA Margin				0.31
Net Profit Margin				0.19
Return on Equity				0.11
Return on Assets				0.01
Return on Capital Employed				0.02

COM:ASEADVISORS

ASE Private Wealth

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio				14.26
P/B Ratio				1.41
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio				3.44
EV Multiple				31.12

Metric
Days Sales Outstanding				552.51
Days Payables Outstanding				3.29K
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover				0.05

Metric
Operating Cash Flow				-33.54B
Free Cash Flow				-36.95B
Cash Flow to Debt
Operating Cash Flow/Sales				-0.23
Free Cash Flow Yield				-0.23

Metric
Cash & Equivalents				58.66B
Accounts Receivable				602M
Inventory				-765.38B
Goodwill				16.71B
Debt to Capitalization				0.80
Debt to Assets				0.22
Current Ratio				0.52
Quick Ratio				1.82

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue				0.04
R&D to Revenue
SG&A to Revenue				0.16